Input File Information

Use this information as a guide in creating an input file that you can upload to Costpoint using the Import Work Assignments screen.

Input File Excel Template

For Costpoint 2025.x and later releases, you can download the Excel template file specifically designed for this preprocessor from the Costpoint Preprocessor Guides page on the Deltek Learning Hub.

For Costpoint 8.1, the input file is available on the Developer Resources page in the Costpoint Information Center.

Excel templates for the other Costpoint preprocessors can be found in these same locations.

Input File Layout

The first row in every file is reserved for column headings. The program does not read the first row.

Note: If your import files were created as .csv files out of SQL and have an encode type of UTF-8-BOM, you must change the input file encode type to UTF-8 so that Costpoint will recognize the file contents and proceed with the validation and import processes.

Note: The input file layout may contain fields that are available only in Costpoint Advanced. If you are using Costpoint Essentials, these fields are excluded from the import process and may be left blank or null when you create the input file.

WA_HDR.CSV: Manage Work Assignments

Column No	Column Name	Field Name	Data Type	Data Length	Required / Optional / Derived	Required In Input File (I) or Default Project (D)	Contents
1	USER_ID	User ID	Character	20	R	I
2	WA_ID	Work Assignment ID	Varchar	30	R, D	I
3	DFLT_WA_ID	Default Work Assignment ID	Varchar	30	O
4	WA_DESC	Work Assignment Description	Varchar	30	R	I, D
5	S_WA_TYPE	Work Assignment Type	Varchar	1	R	I, D	A: Subcontractor Agreement B: Subcontractor Agreement Intracompany
6	APPRVL_STATUS	Work Assignment Status	Varchar	1	O		P: Pending A: Approved C: Closed R: Rejected H: Hold
7	APPRVL_CD	Work Assignment Approval Code	Varchar	6	O		From the Manage Work Assignment Approval Codes screen
8	PO_ID	PO Number	Varchar	10	R	I, D
9	PO_RLSE_NO	PO Release Number	Number	5, 0	R	I, D
10	TRN_CRNCY_DT	Exchange Rate Date	Date	10	O, D
11	TRN_TO_EUR_RT	Exchange Rate	Number	28, 15	O, D		From the rate tables
12	FUNC_TO_EUR_RT	Exchange Rate	Number	28, 15	O, D		From the rate tables
13	TRN_FREEZE_RT_FL	Transaction Freeze Rate Flag (Y/N)	Varchar	1	O, D		Y, N
14	TRN_TO_EUR_RT_FL	Transaction Currency To Euro Rate Flag (Y/N)	Varchar	1	O, D		Y, N
15	CUST_ID	Customer	Varchar	12	O, D
16	START_DT	Start Date	Date	10	O
17	END_DT	End Date	Date	10	O
18	HDR_TXT	Notes	CLOB		O
19	UNAUTH_CHG_FL	Allow Unauthorized Charges	Varchar	1	R, D	I, D	Y, N
20	CHG_TXT_FL	Require Charge Comments	Varchar	1	R, D	I, D	Y, N
21	OT_CHG_FL	Allow Overtime	Varchar	1	R, D	I, D	Y, N
22	CHG_APPRVL_FL	Require Subcontractor Approval on Charges	Varchar	1	R, D	I, D	Y, N
23	AMT_CHG_FL	Allow Charges Over Work Assignment Amount Flag (Y/N)	Varchar	1	R, D	I, D	Y, N
24	ENTRY_HRS_FL	Allow Hours Over Charge Line/Vendor Employee Hours Flag (Y/N)	Varchar	1	R, D	I, D	Y, N
25	POP_CHG_FL	Allow Charges Outside Work Assignment Period of Performance Flag (Y/N)	Varchar	1	R, D	I, D	Y, N
26	CHK_SEC_FL	Resource Security Validation	Varchar	1	R, D	I, D	N: None W: Warning E: Error
27	US_CITIZEN_FL	Citizenship Flag	Varchar	1	O, D		Y, N
28	ITAR_AUTO_REQD	ITAR Required	Varchar	1	O, D		Y, N
29	SEC_CLR_CD	Security Clearance Code	Varchar	6	O, D
30	AGENCY_NAME	Issuing Agency Name	Varchar	30	O, D
31	REJ_REASON	Rejection Reason	CLOB		O
32	UNALLW_VE_ACCT_ID	Unallowable Vendor Employee Labor Account	Varchar	15	O, D
33	UNALLW_EXP_ACCT_ID	Unallowable Expense Account	Varchar	15	O, D
34	ALLOW_EXCD_POLN_FL	Allow Charge line to exceed PO Line value	Varchar	1	R, D	I, D	N: None W: Warning E: Error
35	INCL_SYSCLSD_PO_FL	Include System Closed PO Lines	Varchar	1	R, D	I, D	Y, N
36	TE_POP_CHG_FL	Allow Charges Outside Work Assignment PoP in T&E	Varchar	1	R, D	I, D	Y, N
37	ENTRY_HRS_OVR_UNALLW_FL	Allow Hours Over Charge Line/Vendor Employee Hours to go to Unallowable Account Flag (Y/N)	Varchar	1	R, D	I, D	Y, N
38	AMT_CHG_OVR_UNALLW_FL	Allow Charges Over Work Assignment Amount to go to Unallowable Account Flag (Y/N)	Varchar	1	R, D	I, D	Y, N
39	POP_CHG_OVR_UNALLW_FL	Allow Charges Outside Work Assignment Period of Performance to go to Unallowable Account Flag (Y/N)	Varchar	1	R, D	I, D	Y, N
40	IWA_PROJ_ID_TO	Intracompany Payable Project	Varchar	30	O		Company A (Contracting Company)
41	IWA_ACCT_ID_TO	Intracompany Payable Account	Varchar	15	O		Company A (Contracting Company)
42	IWA_ORG_ID_TO	Intracompany Payable Organization	Varchar	20	O		Company A (Contracting Company)
43	CNTRCT_EMAIL_ID	Contracting Contact Email	Varchar	100	O		Company A (Contracting Company)

WA_CHG_LN.CSV: Manage Work Assignments - Charges subtask

Column No	Column Name	Field Name	Data Type	Data Length	Required / Optional / Derived	Required In Input File (I) or Default Project (D)	Contents
1	USER_ID	User ID	Character	20	R	I
2	WA_ID	Work Assignment ID	Varchar	30	R, D	I
3	DFLT_WA_ID	Default Work Assignment ID	Varchar	30	O
4	LN_NO	Line Number	Number	10, 0	R	I, D
5	PO_LN_NO	PO Line Number	Number	10, 0	R	I, D
6	PO_LN_DESC	Description	Varchar	120	O, D	I, D
7	PROJ_ID	Project	Varchar	30	O, D
8	ACCT_ID	Account	Varchar	15	O, D
9	ORG_ID	Organization	Varchar	20	O, D
10	REF_STRUC_1_ID	Reference Number	Varchar	20	O, D
11	REF_STRUC_2_ID	Reference Number	Varchar	20	O, D
12	GENL_LAB_CAT_CD	GLC	Varchar	6	O, D
13	BILL_LAB_CAT_CD	PLC	Varchar	6	O, D
14	START_DT	Start Date	Date	10	O
15	END_DT	End Date	Date	10	O
16	TRN_LAB_RT_AMT	Transaction Rate	Number	19, 4	O, D
17	HRS	Hours	Number	22, 8	O, D
18	S_TAXABLE_CD	Taxability	Varchar	1	O		S: Sales Tax N: Non Sales Tax
19	SALES_TAX_CD	Tax/VAT Code	Varchar	6	O
20	TRN_SALES_TAX_AMT	Transaction Sales Tax Amount	Number	17, 2	O, D
21	TRN_AMT	Transaction Amount before Discount	Number	17, 2	R	I, D
22	TC_WA_FL	Export Work Assignment Charges	Varchar	1	R	I, D	L: Leo E: Expense O: Other
23	APPRVL_STATUS	Approval Status	Varchar	1	O		P: Pending A: Approved C: Closed R: Rejected H: Hold
24	US_CITIZEN_FL	Citizenship Flag	Varchar	1	O		Y, N
25	ITAR_AUTO_REQD	ITAR Required	Varchar	1	O		Y, N
26	SEC_CLR_CD	Security Clearance Code	Varchar	6	O
27	AGENCY_NAME	Issuing Agency Name	Varchar	30	O
28	REJ_REASON	Rejection Reason	CLOB		O
29	ITEM_ID	Item	Varchar	50	R	I, D
30	ITEM_RVSN_ID	Item Revision	Varchar	10	R	I, D
31	MISC_LN_CHG_TYPE	Misc Type	Varchar	6	O
32	UNALLW_VE_ACCT_ID	Unallowable Vendor Employee Labor Account	Varchar	15	O
33	UNALLW_EXP_ACCT_ID	Unallowable Expense Account	Varchar	15	O
34	TRN_LN_CHG_CST_AMT	Trans PO Line Charge Amount	Number	17, 2	O
35	TRN_DISC_AMT	Trans Discount Amount	Number	17, 2	O
36	TRN_AFT_DISC_AMT	Trans Amount after Discount	Number	17, 2	O
37	TRN_TOT_CHG_AMT	Trans Total Charge Line Amt	Number	17, 2	O
38	TRN_LN_CHG_TAX_AMT	Trans PO Line Charge Sales/VAT Tax Amt	Number	17, 2	O
39	TRN_TOT_TAX_AMT	Trans Total Sales/VAT Tax Amt	Number	17, 2	O
40	DISC_PCT_RT	Discount Rate	Number	5, 4	O

WA_CHG_LN_RESOURCE.CSV: Manage Work Assignments - Vendor Employees subtask of the Charges subtask

Note: This is only applicable for Subcontractor Agreement work assignments.

Column No	Column Name	Field Name	Data Type	Data Length	Required / Optional / Derived	Required In Input File (I) or Default Project (D)	Contents
1	USER_ID	User ID	Character	20	R	I
2	WA_ID	Work Assignment ID	Varchar	30	R, D	I
3	DFLT_WA_ID	Default Work Assignment ID	Varchar	30	O
4	LN_NO	Line Number	Number	10, 0	R	I, D
5	RESOURCE_LN_NO	Resource Line Number	Number	10, 0	R	I, D
6	RESOURCE_DESC	Resource Description	Varchar	60	O, D	I, D
7	VEND_EMPL_ID	Vendor Employee	Varchar	12	O
8	GENL_LAB_CAT_CD	GLC	Varchar	6	O
9	BILL_LAB_CAT_CD	PLC	Varchar	6	O
10	START_DT	Start Date	Date	10	O
11	END_DT	End Date	Date	10	O
12	CITY_NAME	City	Varchar	25	O
13	STATE_DC	State	Varchar	15	O
14	POSTAL_CD	Postal Code	Varchar	10	O
15	COUNTRY_CD	Country	Varchar	8	O
16	LAB_RT_AMT	Rate	Number	19, 4	O
17	TRN_LAB_RT_AMT	Transaction Rate	Number	19, 4	O
18	HRS	Hours	Number	14, 4	O
19	TRN_AMT	Transaction Amount	Number	17, 2	O
20	AMT	Amount	Number	17, 2	O
21	APPRVL_STATUS	Approval Status	Varchar	1	O		P: Pending A: Approved R: Rejected I: Inactive
22	INACTIVE_DT	Inactive Date	Date	10	O
23	REJ_REASON	Rejection Reason	CLOB		O
24	MGR_EMPL_ID	Manager Employee	Varchar	12	O

WA_CHG_LN_SCISAP.CSV: Manage Work Assignments - Security Reqts subtask of the Charges subtask

Column No	Column Name	Field Name	Data Type	Data Length	Required / Optional / Derived	Required In Input File (I) or Default Project (D)
1	WA_ID	Work Assignment ID	Varchar	30	R, D	I
2	DFLT_WA_ID	Default Work Assignment ID	Varchar	30	O
3	LN_NO	Line Number	Number	10, 0	R	I, D
4	SCISAP_CLR_CD	SCI/SAP Security Code	Varchar	6	R	I, D

WA_HDR_SCISAP.CSV: Manage Work Assignments - Security Reqts subtask

Column No	Column Name	Field Name	Data Type	Data Length	Required / Optional / Derived	Required In Input File (I) or Default Project (D)	Contents
1	WA_ID	Work Assignment ID	Varchar	30	R, D	I
2	DFLT_WA_ID	Default Work Assignment ID	Varchar	30	O
3	SCISAP_CLR_CD	SCI/SAP Security Code	Varchar	6	R	I, D	From SCISAP_CLR table

WA_PO_LN_CHG.CSV: Manage Work Assignments - Line Charges subtask of the PO Info subtask

Column No	Column Name	Field Name	Data Type	Data Length	Required / Optional / Derived	Required In Input File (I) or Default Project (D)	Contents
1	WA_ID	Work Assignment ID	Varchar	30	R, D	I
2	DFLT_WA_ID	Default Work Assignment ID	Varchar	30	O
3	LN_CHG_TYPE	Line Charge Type	Varchar	6	O, D	I, D
4	LN_CHG_DESC	Line Charge Description	Varchar	30	O, D	I, D
5	CHG_CST_AMT	Line Charge Cost Amount	Number	17, 2	O, D	I, D
6	TRN_CHG_CST_AMT	Transaction Line Charge Cost Amount	Number	17, 2	O, D	I, D
7	SALES_TAX_AMT	Sales Tax Amount	Number	17, 2	O, D	I, D
8	TRN_SALES_TAX_AMT	Transaction Sales Tax Amount	Number	17, 2	O, D	I, D
9	TOT_AMT	Total Amount	Number	17, 2	O, D	I, D
10	TRN_TOT_AMT	Transaction Total Amount	Number	17, 2	O, D	I, D
11	APPLY_DISC_FL	Apply Discount Flag	Varchar	1	O, D	I, D	Y, N
12	CHG_PR_VCH_AMT	Previous Voucher Line Charge Amount	Number	17, 2	O, D	I, D
13	TRN_CHG_PR_VCH_AMT	Transaction Previous Voucher Line Charge Amount	Number	17, 2	O, D	I, D

WA_ROLES.CSV: Manage Work Assignments - Roles subtask

Column No	Column Name	Field Name	Data Type	Data Length	Required / Optional / Derived	Required In Input File (I) or Default Project (D)
1	WA_ID	Work Assignment ID	Varchar	30	R, D	I
2	DFLT_WA_ID	Default Work Assignment ID	Varchar	30	O
3	ROLE_CD	Role Code	Varchar	15	R	I, D
4	VEND_EMPL_ID	Vendor Employee ID	Varchar	12	R	I, D
5	EMPL_ID	Employee ID	Varchar	12	O

Parent Topic:

Import Work Assignments